Automate & Integrate Your Business With

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Automate & Integrate Your Business With SmartBiz Workspace™

Solutions Simplified For All

Essentials

$197/Month

$1970/Year

Perfect for businesses just getting started or needing to regroup and implement core essentials.

  • CRM (Customer Relationship Management): Manage client interactions and store basic contact details.

  • Calendar Scheduling and Bookings: Allow online booking and manage appointment reminders.

  • Payments: Create and send invoices, manage payments, and track financial transactions.

  • Website Hosting and Builder: Host your business website with templates and an easy-to-use drag-and-drop builder for a simple online presence.

  • Task Management: Manage tasks and deadlines, ensuring essential work stays on track.

  • Basic Integrations: Connect with fundamental tools like Google Calendar and MailChimp.

  • Automations & Workflows: Set up simple automations for reminders and follow-ups.

  • QR Code Generator: Create and track QR codes for marketing materials.

  • Customer Support: Email support and basic onboarding assistance.

Onboarding

$497

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Growth

$297/Month

$2970/Year

Designed for growing businesses ready to scale their operations.

  • Advanced CRM: Segment clients, manage affiliates, and track detailed customer interactions.

  • Enhanced Scheduling: Manage events, recurring bookings, and integrate with calendars.

  • Payments and Product Management: Handle invoicing, estimates, contracts, and manage product listings.

  • Website Builder with Funnel Pages:

    Build and manage funnel pages for lead generation.

  • Ecommerce Store: Set up and manage your online store with product tracking and transactions.

  • Advanced Task Management: Manage multiple team members' tasks and track project progress.

  • Marketplace of Integrations: Access integrations with a wider range of software tools, including popular marketing platforms.

  • Automations & Workflows: Create complex workflows that automate key business processes.

  • Digital Ads Reporting: Get insights into your Google and Facebook ads' performance with attribution reporting.

  • Client Membership Portal: Offer exclusive access to members with gated content and services.

  • Support: Email and phone support with onboarding walkthroughs.

Onboarding

$497

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Pro

$497/Month

$4970/Year

Full-featured solution for established businesses needing comprehensive management tools.

  • Full CRM Suite: Manage clients, leads, affiliates, and advanced segmentation with detailed reporting.

  • Comprehensive Payments Management: Handle invoicing, product management, contracts, orders, and affiliate tracking.

  • Full Website Hosting & WordPress Management: Host WordPress sites, build funnel pages, manage eCommerce stores, and create custom blogs.

  • Advanced Automations and Workflows: Automate complex business processes and workflows across multiple tools.

  • Affiliate Management: Manage your affiliate marketing program, track performance, and process payouts.

  • Courses and Communities: Build, manage, and sell online courses, along with creating and managing online communities.

  • Reputation Management: Monitor and manage reviews, requests, and customer feedback across multiple platforms.

  • Comprehensive Task & Project Management: Track team tasks, client projects, and optimize workflows for maximum productivity.

  • Marketplace Integrations: Integrate with advanced tools and services like HubSpot, Shopify, and more.

  • Full Digital Ads Reporting Suite: Monitor and analyze performance metrics across all your advertising platforms.

  • VIP Support: personalized onboarding and account management.

Onboarding

$497

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Growth

Enterprise and Customization Available

Add-Ons

Enterprise and Customization Available

Growth

Enterprise and Customization Available

Hear From Our Clients

"SmartBiz Workspace has completely transformed how we run our business. We used to juggle multiple platforms for customer communication, invoicing, and marketing, but now everything is centralized in one place. It’s been a game-changer for our team’s productivity. We’ve saved countless hours, and our customer satisfaction has improved significantly. The automated workflows alone have been worth the investment!"

— Sarah M., Accounting Business owner

"Running a busy chiropractic practice means managing a constant flow of patients, appointments, and billing. SmartBiz Workspace has made it so much easier to organize my schedule, communicate with patients, and even automate follow-ups. The CRM feature alone has helped me build stronger relationships with my clients. I highly recommend this platform to any chiropractor looking to streamline their practice."

— John D., Chiropractor

As a local auto repair shop, keeping track of our customers, appointments, and payments was always a challenge. SmartBiz Workspace completely streamlined our processes. Now, we manage everything from customer follow-ups to invoicing in one place. It’s saved us countless hours and allowed us to focus on what we do best—servicing cars! This platform is an absolute game-changer for our business."

– Mark D., Automotive Business owner

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